Position in TOST
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,265,561
New position
Shares Held
538,120
first reported quarter
Ownership
0.093%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Distillate Capital Partners LLC holds $109,493,029 across 8 Software - Infrastructure names. TOST ranks #4 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GDDY |
GoDaddy Inc.
|
207,127 | $17,123,189 | |
| 2 | FFIV |
F5, Inc.
|
51,608 | $14,931,742 | |
| 3 | DOX |
Amdocs Ltd
|
225,832 | $14,737,796 | |
| 4 | TOST |
Toast, Inc.
This page
|
538,120 | $14,265,561 | |
| 5 | NTNX |
Nutanix, Inc.
|
368,303 | $13,999,197 | |
| 6 | CPAY |
Corpay, Inc.
|
42,182 | $12,274,540 | |
| 7 | NTAP |
NetApp, Inc.
|
119,631 | $12,249,018 | |
| 8 | DBX |
Dropbox, Inc.
|
436,267 | $9,911,986 |
All Filings in TOST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,265,561 | 538,120 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||